# Aristotle Atlantic Partners, LLC

> Aristotle Atlantic Partners, LLC is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 285721
- Filed as: ARISTOTLE ATLANTIC PARTNERS, LLC
- Also doing business as: ARISTOTLE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285721
- AdvisorCensus page: https://advisorcensus.com/firm/aristotle-atlantic-partners-llc-sarasota-fl-285721

## Quick answers

**How is Aristotle Atlantic Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aristotle Atlantic Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Aristotle Atlantic Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.4% to 0.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aristotle Atlantic Partners, LLC located?**
Aristotle Atlantic Partners, LLC's principal office is in Sarasota, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Aristotle Atlantic Partners, LLC registered with the SEC or a state?**
Aristotle Atlantic Partners, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285721.

**How much does Aristotle Atlantic Partners, LLC manage?**
Aristotle Atlantic Partners, LLC reports $2,222,137,002 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (80% discretionary).

**How have Aristotle Atlantic Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Aristotle Atlantic Partners, LLC: Regulatory assets under management: $1,535,677,235 in the October 2021 data and $2,222,137,002 in the October 2026 data, up 45%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aristotle Atlantic Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (335); corporations or other businesses not listed above (14); charitable organizations (5).

**Which custodians does Aristotle Atlantic Partners, LLC use?**
Aristotle Atlantic Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and U.S. Bancorp Investments, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Aristotle Atlantic Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285721

**What changed in Aristotle Atlantic Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 0. Regulatory assets under management went from $3,224,096,478 to $2,222,137,002 (-31%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.4% to 0.5% a year (a range, as the brochure states it)

> Aristotle Atlantic’s annual management fees for separately managed accounts range from 0.40% - 0.50% on assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- U.S. Bancorp Investments, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,222,137,002
- Discretionary: $1,784,469,647
- Non-discretionary: $437,667,355

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 335 | $418,802,605 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 3 | $881,206,461 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $606,650,896 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,648,767 |
| Charitable organizations | 5 | $284,122,868 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 14 | $29,705,405 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (9 years)
- Employees: 7 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, IL, MA, NE, NH, NJ, NY, OH, PA, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Los Angeles, CA
- Newport Beach, CA

### Websites listed on Form ADV (Item 1.I)
- aristotlecap.com/AFFILIATES/ARISTOTLE-ATLANTIC-PARTNERS
- Instagram @ARISTOTLECAPITAL
- LinkedIn @ARISTOTLECAP
- X @ARISTOTLECAP
- YouTube @aristotlecap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,535,677,235 | 8 | July 30, 2021 |
| October 2022 | $1,784,043,626 | 9 | June 30, 2022 |
| October 2023 | $1,845,916,247 | 10 | March 30, 2023 |
| October 2024 | $2,883,460,088 | 10 | March 29, 2024 |
| October 2025 | $3,224,096,478 | 7 | June 26, 2025 |
| October 2026 | $2,222,137,002 | 7 | March 27, 2026 |

Regulatory assets under management: $1,535,677,235 in the October 2021 data and $2,222,137,002 in the October 2026 data, up 45%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 0.
- Regulatory assets under management went from $3,224,096,478 to $2,222,137,002 (-31%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in DE, MD, NC, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aristotle Atlantic Partners, LLC (CRD 285721): Form ADV filing data as of October 2026.